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The Team page is where you invite teammates, assign their access level, and manage who can work inside your Phonely workspace. Use this page when you need to add a new team member, control what they can access, or review the role of existing members. To open this page, go to Settings and select Team from the left sidebar. From the team page, you can:
  • Invite new members by email
  • Choose a role before sending the invite
  • Share an invite link
  • Review current team members
  • See the role assigned to each member
  • Manage access levels across your workspace
This makes the Team page the main place for controlling collaboration and permissions.

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Invite a team member by email

The main area of the page is the Members section. This section includes:
  • An email input field for inviting a new member
  • A role dropdown
  • An Invite button
  • An Invite Link button
  • A list of current team members and their assigned roles
Use this section to add new people and review who already has access to the workspace. To invite someone directly by email:
1

Open Settings > Team.

2

In the Members section, click the input field labeled Invite a new member to your team by email.

3

Enter the teammate’s email address.

4

Open the role dropdown and select the appropriate role.

5

Click Invite.

Once invited, the team member receives access to your workspace based on the role you selected. Make sure the email is entered correctly before sending the invitation. Instead of inviting someone by email directly, you can also use Invite Link. Use this when you want to copy and share an invitation link manually. To do this:
1

Open Settings > Team.

2

In the Members section, click Invite Link.

3

Copy or share the generated invitation link as needed.

This is useful when you want to send access through chat, documentation, or another communication channel instead of entering each email manually on the page.

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Team roles

Before inviting a member, choose the role you want to assign from the role dropdown. Phonely supports different access levels so you can give each person the right level of control for their responsibilities. The current workspace owner is shown separately as Owner in the member list. Member Members have access to the workspace and can work with agents, flows, call history, and other organization resources, but they cannot manage members.Use this role for teammates who need to build, review, test, or manage work inside the organization without handling user access. Viewer Viewers have read-only access to agents and call history. Use this role for users who only need to review information, monitor activity, or inspect call history without making changes. Admin Admins have full access to everything in the organization. Use this role for users who need to manage workspace settings, resources, and member access.